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>> so details on dan's position in murphy oil, which was first mentioned last night. was it a long, was it a short, was it some sort of derivatives exposu exposure? it is long. it looks like dan may be looking to go active. they apparently own not quite 5% in murphy oil. i'm told the size of it is significant. it may be close to 5% or will be soon. they have filed for clearance to increase the size of their position if they would like to, which is the signal they may want to go active. . interesting language in the investor letter, which had -- i understand is being distributed. we believe this lagging performance can be explained partially by murphy's disparate asset base which makes the company complex and hard to value. they have a number of suggestions, which i understand they've shared with management, as to how they can improve value. for one thing, and this is a key issue, they want murphy to spin off their retail business and separate it from there enp business. they also want to sell their canadian natural gas assets. another thing would be to sell their 5% s
>> so details on dan's position in murphy oil, which was first mentioned last night. was it a long, was it a short, was it some sort of derivatives exposu exposure? it is long. it looks like dan may be looking to go active. they apparently own not quite 5% in murphy oil. i'm told the size of it is significant. it may be close to 5% or will be soon. they have filed for clearance to increase the size of their position if they would like to, which is the signal they may want to go active. ....
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maureen murphy and the mother of lieutenant murphy. he was awarded the medal of honor for a reconnaissance mission in afghanistan. >> to get the honor, the medal of honor, is the toughest thing we do. it's the hardest thing to earn in this country as it should be. and we have to recognize these people for saving us on a daily basis. >> let's get to business really quickly. mad dash, what are you watching first? >> kraft. the research on this is all positive. almost to a t. and i have to tell you i do think it is an inexsensitive stock. a nice place to be for those tired of hershey and general mills. kraft is good. >> do you have thoughts on mondolese? >> sometimes you want to go to the one equivalent of a lrlchea. a tobacco company with a food division is almost equal to apple. i'm not kidding. it is a really remarkable thing. >> what else? >> well, i think that when i'm looking at what people are talking about, i see this core lapse not written about enough. the cob, this is the most consistent oil company in the world that does the m
maureen murphy and the mother of lieutenant murphy. he was awarded the medal of honor for a reconnaissance mission in afghanistan. >> to get the honor, the medal of honor, is the toughest thing we do. it's the hardest thing to earn in this country as it should be. and we have to recognize these people for saving us on a daily basis. >> let's get to business really quickly. mad dash, what are you watching first? >> kraft. the research on this is all positive. almost to a t. and...
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. >> take a look at the move in murphy oil after kate kelly's report in the first half of "closing bell." investors laid out a four-part plan for increasing the worth of murphy, beginning with selling the company's retail business. the stock up 4% in today's trade. back to you. >> all right. thank you so much. meanwhile, the price of oil falling to a two-month low today. this while the oil and gas industry is making a lot of noise ahead of the election and asking for big concessions from the winning candidate. jack gerard is the ceo and president of the american petroleum institute. he joins me now from washington. good to see you, jack. thanks for joining us. >> good to see you. nice to be on. >> you know, when it comes to energy, i have to say we don't have an energy policy, unfortunately. what is the most pressing problem that needs to be fixed right now with america's energy situation in your view? >> well, i think there's three things any administration can do, whoever wins the election in the next few weeks. the first one is to approve the keystone exile pipeline. 20,000 new jobs
. >> take a look at the move in murphy oil after kate kelly's report in the first half of "closing bell." investors laid out a four-part plan for increasing the worth of murphy, beginning with selling the company's retail business. the stock up 4% in today's trade. back to you. >> all right. thank you so much. meanwhile, the price of oil falling to a two-month low today. this while the oil and gas industry is making a lot of noise ahead of the election and asking for big...
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. >> murphy oil. >> we will >>> i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. >> "mad money," you can't afford to miss it. >>> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to educate and teach you. call me at 1-800-743-cnbc. what would happen if a presidential contender ran on a platform that included as essential ten that he wanted stocks to go higher? what would happen if either presidential candidate came out and said, i think the stock market should break out to all-time highs and buy! i'm going to do my best to get it there. that's something to ponder on the night of the first debate n a day where the averages couldn't punch their way to be higher. dow gaining 12 points. s&p climbing .36%. neither candidate has articulated such a view. but
. >> murphy oil. >> we will >>> i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. >> "mad money," you can't afford to miss it. >>> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you...
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in the energy sector look at williams, wmb, we see speculation all over this space, murphy getting in there. i think this is space you want to buy in dips. throw in one more name. >> marathon petroleum. phillips don't hit daily. almost every day we start to see this new trend of people coming for the refiners. some visited as well. i think this marathon petroleum is another name to keep an eye on. >> if what you say is true, all these names they are talking about, do you see consolidation. >> consolidation is coming more in the upstream than the integrated side. their calls are making a lot of sense. but we are lookings at abundant capital. we're looking at good liquidity situation. pent up demand. we've seen very little corporate conso lietation in the last six years. before that we're at about a third of the pace that we saw from those prior periods. it's going to pick up i think in 2013 and '14. >> tom good to see you. thanks for coming in. >> coming up restoring investor confidence. we'll talk to they'd of a high-speed firm guy in charge of a firm that has dark pools on what's in
in the energy sector look at williams, wmb, we see speculation all over this space, murphy getting in there. i think this is space you want to buy in dips. throw in one more name. >> marathon petroleum. phillips don't hit daily. almost every day we start to see this new trend of people coming for the refiners. some visited as well. i think this marathon petroleum is another name to keep an eye on. >> if what you say is true, all these names they are talking about, do you see...
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joining us now is steve murphy, a democratic strategist and managing partner at mvar, and gretchen hamill is a republican strategist and executive director at public notice. nice to have you both with us. steve, perhaps you can kick it off for us. what do you think tonight holds? >> you know, here's what barack obama has to do. the debate right now in the campaign is very heavily over economic policy going forward. that's where barack obama wants to focus. he will accuse mitt romney of seeking $4 trillion, $5 trillion in additional tax cuts for the wealthy while raising taxes on the middle class. there will be a lot of talk about that because mitt romney disputes that he would be cutting taxes -- excuse me, raising taxes on the middle class. at the same time, he's challenged. obama's challenge is not to be too cocky. with good reason, he gets cocky sometimes. he's got to be careful that he doesn't is a moment like he had in the new hampshire debate in 2008 where he said hillary is likable enough. he has to avoid that kind of characteristic. mitt romney, on the other hand, what mitt has to
joining us now is steve murphy, a democratic strategist and managing partner at mvar, and gretchen hamill is a republican strategist and executive director at public notice. nice to have you both with us. steve, perhaps you can kick it off for us. what do you think tonight holds? >> you know, here's what barack obama has to do. the debate right now in the campaign is very heavily over economic policy going forward. that's where barack obama wants to focus. he will accuse mitt romney of...